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CRF FINANCIAL GROUP
CRD 127388File 801-72062
APPROVED
Custody
Disclosure events
Filing as of Jan 18, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$279.5M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $279.5M
Clients
37
37 accounts
Employees
1
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 7, 2011
- Principal office
- 9247 N. MERIDIAN ST., SUITE 125, INDIANAPOLIS, IN, 46260
- Phone
- 317-844-8077
- Website
- HTTPS://WWW.HOOSIERFUND.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $279.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $279.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 37
- Total accounts
- 37
- AUM per client
- $7.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 37 | $279.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.